A detailed history of Perigon Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 4,700 shares of PSI stock, worth $272,506. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,700
Previous 6,020 21.93%
Holding current value
$272,506
Previous $378,000 28.57%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$49.13 - $66.72 $64,851 - $88,070
-1,320 Reduced 21.93%
4,700 $270,000
Q2 2024

Aug 02, 2024

SELL
$50.1 - $64.84 $12,024 - $15,561
-240 Reduced 3.83%
6,020 $378,000
Q1 2024

Apr 29, 2024

BUY
$45.91 - $58.22 $13,772 - $17,466
300 Added 5.03%
6,260 $353,000
Q4 2023

Jan 29, 2024

SELL
$37.92 - $50.06 $1,971 - $2,603
-52 Reduced 0.86%
5,960 $295,000
Q3 2023

Oct 30, 2023

BUY
$41.42 - $140.41 $166,011 - $562,763
4,008 Added 200.0%
6,012 $257,000
Q2 2023

Aug 02, 2023

SELL
$109.08 - $136.79 $2,508 - $3,146
-23 Reduced 1.13%
2,004 $274,000
Q1 2023

May 03, 2023

SELL
$99.23 - $123.56 $496 - $617
-5 Reduced 0.25%
2,027 $250,000
Q4 2022

May 01, 2023

BUY
$28.55 - $111.55 $58,013 - $226,669
2,032 New
2,032 $203,000
Q2 2022

Aug 11, 2022

SELL
$32.26 - $42.95 $63,390 - $84,396
-1,965 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
$40.99 - $51.81 $409 - $518
-10 Reduced 0.51%
1,965 $302,000
Q3 2021

Nov 01, 2021

BUY
$39.26 - $45.49 $77,538 - $89,842
1,975 New
1,975 $252,000
Q3 2021

Oct 25, 2021

SELL
$39.26 - $45.49 $77,538 - $89,842
-1,975 Closed
0 $0
Q2 2021

Jul 19, 2021

BUY
$36.27 - $43.03 $6,855 - $8,132
189 Added 10.58%
1,975 $254,000
Q1 2021

May 17, 2021

BUY
$34.98 - $42.83 $62,474 - $76,494
1,786 New
1,786 $215,000

Others Institutions Holding PSI

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PSI
  • Sector ETFs
  • Industry ETFs
More about PSI
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.